Use cases
High-intent workflow pages designed to match the way firms and finance teams actually describe the problem.
Use Case
Xero invoice automation
For firms that want client documents in, review-ready drafts out, with the source attached and the review point staying inside Xero rather than moving into another portal or inbox.
Use Case
Business Central review-first workflow
For teams that want the same no-portal, drafts-first operating model carried into Business Central workflows, without changing the underlying idea of background prep and in-system review.